San Luis Wealth Advisors LLC First Tr ETF Vi Smid Cap Risin Transaction History

San Luis Wealth Advisors LLC

  • $442 Million
  • Q1 2025

A detailed history of San Luis Wealth Advisors LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 182,774 shares of SDVY stock, worth $5.93 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares
182,774
Previous 198,784 8.05%
Holding current value
$5.93 Million
Previous $7.13 Million 14.08%
% of portfolio
1.38%
Previous 1.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025
SELL
$32.49 - $37.99 $520,164 - $608,219
-16,010 Reduced 8.05%
182,774 $6.12 Million
Q4 2024

Jan 14, 2025
BUY
$35.45 - $40.33 $653,520 - $743,483
18,435 Added 10.22%
198,784 $7.13 Million
Q3 2024

Oct 09, 2024
BUY
$32.65 - $36.69 $4.1 Million - $4.61 Million
125,606 Added 229.45%
180,349 $6.56 Million
Q2 2024

Jul 12, 2024
SELL
$32.33 - $34.91 $63,043 - $68,074
-1,950 Reduced 3.44%
54,743 $1.83 Million
Q1 2024

Apr 11, 2024
BUY
$31.21 - $34.82 $1.77 Million - $1.97 Million
56,693 New
56,693 $1.97 Million

Others Institutions Holding SDVY

# of Institutions
509
Shares Held
175M
Call Options Held
4K
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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